See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,002 |
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $31,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,408 | $123,286-74.5% | $75,670-58.5% | $77,958-59.7% |
| Participation rate | 92.2% | 78.8%+13.4pp | 72.3%+19.9pp | 71.6%+20.6pp |
| Annual return | 17.48% | 20.45%-3.0pp | 27.34%-9.9pp | 20.87%-3.4pp |
| Employer contribution / active EE | $1,125 | $2,035-44.7% | $2,352-52.2% | $2,310-51.3% |
| Participant deferral / active EE | $2,360 | $3,095-23.7% | $3,142-24.9% | $3,537-33.3% |
| Admin fee / account holder | $52 | $144-63.7% | $5,800-99.1% | $97-46.2% |